Rule Details tab on Underwriting Rule screen
The Rule Details tab has the following fields. Some of these fields correspond to properties on the UWIssueType object.
Field |
Description |
|---|---|
Name |
Specify a name for the issue type. The name identifies the rule in the user interface. Corresponds to the |
Code |
Identify the issue type. The code must be unique among all rules. Corresponds to the |
Checking Set |
Specify when to check for existence or absence of an underwriting rule. The evaluator classes further enforce which jobs check for that rule. In some cases, PolicyCenter uses this value to filter rules for display in the user interface. For checking set values, see Checking sets and blocking points for underwriting issues. Corresponds
to the |
Blocking Point |
Specify the point at which this issue blocks progress of a job. For blocking point values, see Checking sets and blocking points for underwriting issues. Corresponds
to the |
Default Duration |
Specify the default duration on new approvals. Use this property to indicate when an approval will expire. For duration values, see Approvals of underwriting issues. Corresponds
to the |
Enabled |
Specify whether the rule will run in the current environment. Values are:
|
Last Edited |
The user name and date on the last edit. |
Global Version ID |
A version identifier generated by PolicyCenter that identifies a rule. A rule can be edited over time and produce multiple versions. All versions of that rule have the same identifier. You can use the identifier to determine whether two versions of a rule, maybe even on different servers, are versions of the same rule. |
Description |
Specify a description of the rule. Corresponds to the |
Start Date |
The start date is compared to the current date to determine whether or not the underwriting rule is in force. This functionality is implemented in the UWRuleApplicabilityCriteriaFilter.gs class. |
End Date |
The end date is compared to the current date to determine whether or not the underwriting rule is in force. This functionality is implemented in the UWRuleApplicabilityCriteriaFilter.gs class. |
See also
Applies to section
In the Applies to tab you can specify which policy lines, jurisdictions, and policy transactions the rule applies to. You also specify effective start and end dates for the rule. If you specify no dates, the rule is in effect.
You can specify that the rule applies to all policy transactions. Or you can select from a limited list of policy transaction types: Issuance, Policy Change, Renewal, Rewrite (includes Rewrite New Account), and Submission. If you do not want the rule to be restricted by policy transaction type, then select All.
See also
Rule context
Specify the Context for the Rule Condition and Underwriting Issue Details. The context determines the autocomplete selections available in formula and text template modes in Rule Condition and Underwriting Issue Details. The contexts defined in the base configuration include:
- Generic Policy – Provides objects for all policy types.
- Policy line – One or more contexts for each policy line.
Rule condition editor
Enter additional conditions which must be met to raise the underwriting issue. For example, raise an underwriting issue if the driver is under 21 years of age. For more information, see Specifying business rule conditions.
Underwriting issue details section
Enter details for underwriting issues that this rule creates when the rule condition is met. Each underwriting issue has an issue key identifier, a value, and short and long descriptions. These fields correspond to properties on the UWIssue object.
For more information, see Specifying underwriting issue details.